Wednesday, December 18, 2019

Primavera Analytics 19

Audit Section

In P6, administrators should have the right to add from the selection of audit tables. There are a bunch that can be added. When they run the audit, it drops a report in the report section. If you have a customer who is interested in using the audit function, you may be able to field some basic questions. If for some reason they can’t see the report output, have them submit a SR. It could be derived from rights in the Organizational Breakdown Structure (OBS) in P6 or a myriad of other sections (UI views, profiles, etc). These are used few and far between, but the one that came up recently for one of mine, was an audit to see who made the changes to the project. Show as the first and only active table.

Tuesday, December 17, 2019

P6 Enterprise Project Portfolio Management vs P6 Professional


P6 EPPM provides the most powerful, robust, and easy-to-use solution for globally prioritizing, planning, managing, and executing projects, programs, and portfolios in asset-intensive industries.

In my opinion, these are some of the differences in the web…

  • It’s a web-based application so you’ll need good connectivity.
    Use of web-based tools and the administration of users and access. 
  • You can use resource analysis, portfolios with interactive portlets, and other areas to graph/chart project details and resource usage.
  • Timekeeper approval interfaced with team member.
  • May be more difficult for long time client users to get used to as the UI is web-based, but it does mimic the client and you can do the same types of things as far as updating projects.


P6 Professional

P6 Professional is a comprehensive, multi-project planning and control software, built on Oracle and Microsoft SQL Server relational databases for enterprise-wide project management scalability. It can stand alone for project and resource management, and it enables your organization to store and manage its projects in a central location. The module supports work breakdown structures (WBS), organizational breakdown structures (OBS), user-defined fields and codes, critical-path-method (CPM) scheduling, and resource leveling.

In my opinion, these are some of the differences in the P6 Pro…

  • It’s locally installed on a user’s terminal and connects to the cloud database.
  • You will need good connectivity unless you are using the offline mode.
  • Long time schedulers are more familiar with the look and feel of the professional as it has not had many aesthetic changes over the years.
  • Connects via Secure Global Desktop (SGD). I can provide you with more information.


Financial Periods in P6 EPPM

About Financial Periods

Financial periods are predefined time periods you can apply to financial or scheduling data throughout the application to consistently measure and compare that data. Customized financial periods provide more accurate display and reporting of actual costs and units according to time increments recognized by your finance and accounting staff. Users can focus on a financial period and pinpoint how actual costs were incurred during that time.

A calendar year with 355 days, a fiscal quarter ending July 15, and a week from Sunday to Saturday are all examples of financial periods.

You must have the 'Add/Edit/Delete Financial Period Dates' global privilege to create, modify, or remove data in the Financial Periods dialog box. To store past period actuals for a project’s defined financial periods, you must have the Store Period Performance and 'Add/Edit Activities Except Relationships' project privileges. To edit past period actual data in P6 Professional after storing period performance, users must have the 'Edit Period Performance' project privilege.

Primavera Virtual Desktop 

Monday, December 16, 2019

Project Scheduled Services - Export XML

The scheduled service capability that allows you to schedule a job to run to export projects. In essence backup to the projects to a sub folder. You are able to select projects by EPS or Portfolios. This is not backing up the overall configuration of the tool. Just projects.